Systems

In the Client Portal you can enable each supported Accounting System for use in the Onboarding Flow and configure it using the settings that are specific to that system. You do not complete the onboarding of a system in the Client Portal — Your Customer does that when they connect their Accounting System in the Onboarding Flow.

Enable a system

Enable a system to make it available in the Onboarding Flow. Your Customer will then see that system when they go through the flow and can choose to connect it. Only systems you enable are offered to Your Customer. Enable or disable systems according to which Accounting Systems you want to support (e.g. Fortnox, Visma e-conomic, File.1).

Note: If system supports only Client-managed Connection, it will not be shown in the Onboarding Flow unless you set the system settings as default or provide them during consent creation.

You can enable the Accounting Systems listed in Supported Systems, except Test.1. Test.1 is always shown in the Onboarding Flow for development consents, is not shown in the Client Portal, and cannot be enabled or disabled.

Configure a system

For some enabled systems, you can configure it using the settings available for that system. The options are specific to each system (e.g. scopes, connection defaults, or environment-specific settings). Use the Client Portal to adjust these so the system behaves the way you need when Your Customer connects.

You can configure the following sytems:

• Fortnox

• Spiris

• Bjorn Lunden

• Business Central

• Exact Online

• Finago Procountor

• QuickBooks Online

• Xero

• Bokio

• File.1

File.1

File.1 is the file-ingestion option (e.g. PDF invoices). Enabling and configuring File.1 in the Client Portal allows Your Customer to use file-based ingestion in the Onboarding Flow in addition to or instead of an accounting API, depending on your product design.

Connection management

How connections to Accounting Systems are managed (Zwapgrid-managed vs client-managed) is described in Connection Management.